See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,767 | $88,751-67.6% | $81,812-64.8% | $145,922-80.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.01% | 1025.40%-1001.4pp | 773.79%-749.8pp | 561.29%-537.3pp |
| Employer contribution / active EE | $2,999 | $3,083-2.8% | $2,912+3.0% | $4,660-35.6% |
| Participant deferral / active EE | $6,792 | $4,643+46.3% | $4,319+57.3% | $6,688+1.6% |
| Admin fee / account holder | $4,884 | $8,415-42.0% | $7,386-33.9% | $13,397-63.5% |